CA2434433A1 - Systeme d'evaluation d'un produit financier - Google Patents

Systeme d'evaluation d'un produit financier Download PDF

Info

Publication number
CA2434433A1
CA2434433A1 CA002434433A CA2434433A CA2434433A1 CA 2434433 A1 CA2434433 A1 CA 2434433A1 CA 002434433 A CA002434433 A CA 002434433A CA 2434433 A CA2434433 A CA 2434433A CA 2434433 A1 CA2434433 A1 CA 2434433A1
Authority
CA
Canada
Prior art keywords
product
carriers
financial product
insurance policy
proposal
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
CA002434433A
Other languages
English (en)
Inventor
Errol O. Kendall
James C. Brooks, Jr.
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Efficient Markets Corp
Original Assignee
Efficient Markets Corporation
Errol O. Kendall
James C. Brooks, Jr.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Efficient Markets Corporation, Errol O. Kendall, James C. Brooks, Jr. filed Critical Efficient Markets Corporation
Publication of CA2434433A1 publication Critical patent/CA2434433A1/fr
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/06—Buying, selling or leasing transactions
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/03—Credit; Loans; Processing thereof
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04—Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08—Insurance
CA002434433A 2001-01-10 2001-09-25 Systeme d'evaluation d'un produit financier Abandoned CA2434433A1 (fr)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US09/756,906 2001-01-10
US09/756,906 US7778912B2 (en) 2001-01-10 2001-01-10 System for appraising a financial product
PCT/US2001/029777 WO2002056228A1 (fr) 2001-01-10 2001-09-25 Systeme d'evaluation d'un produit financier

Publications (1)

Publication Number Publication Date
CA2434433A1 true CA2434433A1 (fr) 2002-07-18

Family

ID=25045558

Family Applications (1)

Application Number Title Priority Date Filing Date
CA002434433A Abandoned CA2434433A1 (fr) 2001-01-10 2001-09-25 Systeme d'evaluation d'un produit financier

Country Status (8)

Country Link
US (2) US7778912B2 (fr)
EP (1) EP1358600A4 (fr)
JP (1) JP2004521415A (fr)
KR (1) KR20040023582A (fr)
CN (1) CN1555537A (fr)
AU (2) AU2001293003B2 (fr)
CA (1) CA2434433A1 (fr)
WO (1) WO2002056228A1 (fr)

Families Citing this family (42)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20020042731A1 (en) * 2000-10-06 2002-04-11 King Joseph A. Method, system and tools for performing business-related planning
US20020103679A1 (en) * 2001-02-01 2002-08-01 Burkhalter Swinton B. Insurance system and method with disproportional allocation
JP4383685B2 (ja) * 2001-03-22 2009-12-16 富士通株式会社 情報提供方法
US7653560B2 (en) * 2001-04-25 2010-01-26 Hueler Investment Services, Inc. Independent annuity placement system and method
US7634420B2 (en) * 2001-12-21 2009-12-15 Efficient Markets Corporation System for appraising life insurance and annuities
US20030182175A1 (en) * 2002-03-21 2003-09-25 Painpowerfit, Inc. Methods and systems for selling goods and services
US7720699B2 (en) * 2002-04-22 2010-05-18 Employers Reinsurance Corporation Critical injury insurance systems and methods
US7912739B2 (en) * 2002-11-26 2011-03-22 Dominion Ventures, Llc Method for health plan management
AU2004204856A1 (en) * 2003-01-06 2004-07-29 Mark Greenstein Systems and methods for assisting in the selection of products and/or services
US7593880B2 (en) 2003-03-19 2009-09-22 General Electric Company Methods and systems for analytical-based multifactor multiobjective portfolio risk optimization
US20040186804A1 (en) * 2003-03-19 2004-09-23 Anindya Chakraborty Methods and systems for analytical-based multifactor multiobjective portfolio risk optimization
US7640201B2 (en) * 2003-03-19 2009-12-29 General Electric Company Methods and systems for analytical-based multifactor Multiobjective portfolio risk optimization
US20050144096A1 (en) * 2003-12-26 2005-06-30 Caramanna George S.Ii Financial visualization and analysis systems
US7542932B2 (en) * 2004-02-20 2009-06-02 General Electric Company Systems and methods for multi-objective portfolio optimization
US7469228B2 (en) 2004-02-20 2008-12-23 General Electric Company Systems and methods for efficient frontier supplementation in multi-objective portfolio analysis
US7630928B2 (en) * 2004-02-20 2009-12-08 General Electric Company Systems and methods for multi-objective portfolio analysis and decision-making using visualization techniques
US8219477B2 (en) * 2004-02-20 2012-07-10 General Electric Company Systems and methods for multi-objective portfolio analysis using pareto sorting evolutionary algorithms
US8126795B2 (en) * 2004-02-20 2012-02-28 General Electric Company Systems and methods for initial sampling in multi-objective portfolio analysis
US8160902B2 (en) * 2004-02-27 2012-04-17 Spalding Jr Philip F System for facilitating life settlement transactions
US7277864B2 (en) * 2004-03-03 2007-10-02 Asset4 Sustainability ratings and benchmarking for legal entities
JP2005275461A (ja) * 2004-03-22 2005-10-06 Mitsui Sumitomo Insurance Co Ltd 情報処理方法、情報処理システム、プログラムおよび記録媒体
US8024203B2 (en) * 2004-09-08 2011-09-20 Efficient Markets Corporation System for searching and solving for insurance products
US20060178979A1 (en) * 2005-02-08 2006-08-10 Life Advisors, Inc. Auction system and method for a life insurance secondary exchange
US10417700B2 (en) 2005-03-03 2019-09-17 Refinitiv Us Organization Llc System and method for graphical display of multivariate data
US20060200459A1 (en) * 2005-03-03 2006-09-07 The E-Firm Tiered access to integrated rating system
US8977615B2 (en) * 2005-03-03 2015-03-10 Thomson Reuters Global Resources Zoom interface component for integrated rating system
US20090265279A1 (en) * 2008-04-18 2009-10-22 Strategic Financial Solutions, Llc System and method for managing and distributing hedge fund data
US8335699B2 (en) * 2009-05-14 2012-12-18 Retirement Benefit Solutions, LLC Method of financing unfunded liabilities
US8473392B1 (en) * 2009-10-09 2013-06-25 Ryan Hinchey System and method for evaluation and comparison of variable annuity products
KR101106783B1 (ko) * 2009-11-03 2012-01-18 주식회사 하나은행 금융상품 가입 방법 및 그 시스템
TWI498841B (zh) * 2013-10-03 2015-09-01 Efficient method of network labeling
US10026129B1 (en) 2013-12-23 2018-07-17 Massachusetts Mutual Life Insurance Company Analytical methods and tools for determining needs of orphan policyholders
US20210166320A1 (en) * 2014-10-06 2021-06-03 State Farm Mutual Automobile Insurance Company System and method for obtaining and/or maintaining insurance coverage
US20220245727A1 (en) * 2014-10-06 2022-08-04 State Farm Mutual Automobile Insurance Company Systems and Methods for Efficiently Reinsuring Insurance Policies
US10664920B1 (en) * 2014-10-06 2020-05-26 State Farm Mutual Automobile Insurance Company Blockchain systems and methods for providing insurance coverage to affinity groups
US20210358045A1 (en) 2014-10-06 2021-11-18 State Farm Mutual Automobile Insurance Company Medical diagnostic-initiated insurance offering
US11574368B1 (en) * 2014-10-06 2023-02-07 State Farm Mutual Automobile Insurance Company Risk mitigation for affinity groupings
US10713728B1 (en) 2014-10-06 2020-07-14 State Farm Mutual Automobile Insurance Company Risk mitigation for affinity groupings
CN106127587A (zh) * 2016-06-24 2016-11-16 焦文华 自助保险方法及适用于该方法的保险自助柜员机
US20200364799A1 (en) * 2019-05-16 2020-11-19 Michael K. Crowe Insurance recommendation engine
KR102233364B1 (ko) 2020-06-19 2021-03-29 인슈컨 주식회사 인공지능을 이용한 무해지·저해지 환급형 보험의 보험증권 거래 시스템
CN113344715A (zh) * 2021-05-27 2021-09-03 北京优全智汇信息技术有限公司 保险公司专用业务产品整体管控系统及其管控方法

Family Cites Families (19)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
AU8106291A (en) 1990-06-18 1992-01-07 Insmark Insurance Services Comparison of insurance plans through use of color coded graphics
JP2724642B2 (ja) * 1991-09-10 1998-03-09 シャープ株式会社 液晶表示装置
US5375055A (en) 1992-02-03 1994-12-20 Foreign Exchange Transaction Services, Inc. Credit management for electronic brokerage system
US5291398A (en) 1992-07-10 1994-03-01 Hagan Bernard P Method and system for processing federally insured annuity and life insurance investments
US5655085A (en) 1992-08-17 1997-08-05 The Ryan Evalulife Systems, Inc. Computer system for automated comparing of universal life insurance policies based on selectable criteria
US5704045A (en) * 1995-01-09 1997-12-30 King; Douglas L. System and method of risk transfer and risk diversification including means to assure with assurance of timely payment and segregation of the interests of capital
US5839118A (en) 1996-01-16 1998-11-17 The Evergreen Group, Incorporated System and method for premium optimization and loan monitoring
US5758328A (en) 1996-02-22 1998-05-26 Giovannoli; Joseph Computerized quotation system and method
US5966693A (en) 1996-05-07 1999-10-12 Money Accumulation Programs, Inc. Method for combining loan with key employee life insurance
US5987434A (en) 1996-06-10 1999-11-16 Libman; Richard Marc Apparatus and method for transacting marketing and sales of financial products
US6332129B1 (en) 1996-09-04 2001-12-18 Priceline.Com Incorporated Method and system for utilizing a psychographic questionnaire in a buyer-driven commerce system
US6119093A (en) 1997-07-01 2000-09-12 Walker Asset Management Limited Partnership System for syndication of insurance
US5991744A (en) 1997-10-31 1999-11-23 Gary P. Dicresce & Associates Method and apparatus that processes financial data relating to wealth accumulation plans
US6233566B1 (en) 1998-12-31 2001-05-15 Ultraprise Corporation System, method and computer program product for online financial products trading
JP2001243297A (ja) * 2000-02-29 2001-09-07 Ibm Japan Ltd 試算結果の表示方法、試算システムおよびコンピュータシステム
KR20000050079A (ko) 2000-05-15 2000-08-05 이재웅 인터넷 금융펀드 서비스 중개 방법
AU2001271448A1 (en) 2000-06-27 2002-01-08 Afs-Ip, Inc. Method and system for evaluation of potential funding sources for financial plans
CN1466730A (zh) 2000-10-02 2004-01-07 瑞士再保险公司 在线再保险容量拍卖系统和方法
US6456979B1 (en) 2000-10-24 2002-09-24 The Insuranceadvisor Technologies, Inc. Method of evaluating a permanent life insurance policy

Also Published As

Publication number Publication date
US8229839B2 (en) 2012-07-24
WO2002056228A1 (fr) 2002-07-18
US20110213693A1 (en) 2011-09-01
EP1358600A1 (fr) 2003-11-05
AU2009200248A1 (en) 2009-02-12
AU2001293003B2 (en) 2008-10-23
KR20040023582A (ko) 2004-03-18
JP2004521415A (ja) 2004-07-15
US20020091613A1 (en) 2002-07-11
CN1555537A (zh) 2004-12-15
EP1358600A4 (fr) 2009-12-23
US7778912B2 (en) 2010-08-17

Similar Documents

Publication Publication Date Title
US8229839B2 (en) System for appraising a financial product
AU2002361788B2 (en) System for appraising life insurance and annuities
AU2001293003A1 (en) System for appraising a financial product
US7165045B1 (en) Network-based trading system and method
US7133847B2 (en) Electronic bartering system
US8457995B1 (en) Efficient market for financial products
US7461007B2 (en) Reinsurance auction process
WO2000070506A1 (fr) Systeme et procede d'echange de titres en reseau
AU2012201426A1 (en) System for appraising a financial product
AU2005201973B2 (en) Network-based trading system and method

Legal Events

Date Code Title Description
EEER Examination request
FZDE Discontinued